Inbound Lead Notification - Using FLOWS

Inbound Lead Notification Using Flows (1-to-1 Salesforce Setup)

It is often important to follow-up on inbound leads right away. FrontSpin allows you to send real-time notifications to your Sales Reps whenever a new lead has come in. These notifications are triggered when a task is created (via Flows in Salesforce) on those new leads.

1. Go to SETUP => Flows (on the left-hand side) => Process Automation=> Flows => NEW Flow.

2- Select Record-Triggered Flow and hit create

3- Select Lead Object, trigger flow when a record is created and set the condition requirements to ‘All conditions are met’.

Then add a condition to determine which Leads will follow this Flow (for example Leads with a certain Lead Status or Lead Source). 

In the example below, we are creating a trigger for Leads that filled out a form on our website, where their Lead Source equals “Web.”

4- Select optimize the flow for ‘Action and Related Records and hit done

5- Add Element and choose Action

6- Search for new task and click the bottom ‘New Task’ option

7-Set the assigned to field to the lead owner id(search for lead in the box, then choose the ownerid field)

Set the related record id to the lead id(search for lead in the box, then choose lead id field)

Add a meaningful subject for the task, in this case : CALL: ASAP! HOT LEAD!

8- For the Due Date Only field, click in the box and select new resource

9- Set the Resource Type to Formula, Give it a meaningful name and choose Date as Data Type.

In the Formula Body, add the function Today() and hit done

10- Save the Flow and Activate it

11. You should be all set on the Salesforce side. Feel free to run a quick test to see if your triggers are working properly.

12. Each of your Sales Reps need to make sure they have Task Notification enabled in their FrontSpin accounts in order to get the task popup notifications. Please refer our User Settings and Configuration Guide for individual user settings.